Senior Manager, Alternative Investment Lending Analyst The Charles Schwab CorpSenior Manager, Alternative Investment Lending AnalystOmaha, NEWhat you will do: • Analyze and assess alternative investment collateral, including: • Private equity, private credit, real estate, and other alternative investment funds • Structured notes and other complex structured products • Private, restricted, or closely‑held stock • Review offering documents (e.g., PPMs, subscription agreements, indentures) to evaluate: • Asset structure, liquidity, leverage, and valuation methodology • Transfer restrictions, pledgeability, and control considerations • Sponsor quality and governance features • Provide written credit analysis on alternative investment collateral • Support underwriting of high‑net‑worth borrowers, including analysis of: • Borrower liquidity, net worth, and repayment capacity • Concentration risk and portfolio diversification • Assist in determining appropriate advance rates and risk mitigants based on: • Asset volatility and liquidity • Borrower strength and overall collateral mix • Support post‑origination monitoring of alternative collateral, including: • Periodic valuation reviews • Sponsor or structure changes • Concentration and exposure tracking. The analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs.
Vice President | Investment Banking Bridgepoint Investment BankingVice President | Investment BankingOmaha, NEThe right candidate thrives in a fast-paced, collaborative environment, brings strong technical and leadership skills, and is excited to mentor junior bankers while maintaining regular client interaction. At Bridgepoint Investment Banking, we deliver top-tier investment banking services to private, family, and founder-owned, non-sponsor-backed companies.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteNERemoteInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Managing Director | Investment Banking Bridgepoint Investment BankingManaging Director | Investment BankingOmaha, NEAt Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Dallas, Chicago, Lincoln, and New York.
Mgr Investments & Reporting Blue Cross Blue Shield of NebraskaMgr Investments & ReportingOmaha, NebraskaThe position combines strategic financial analysis with hands-on operational execution and plays a key role in supporting investment performance, cash flow forecasting, treasury initiatives, GAAP reporting, debt covenant compliance, and long-term financial objectives and other duties as deemed appropriate. This role partners closely with senior finance leadership, investment managers, banking partners, consultants, and auditors to ensure prudent stewardship of assets, effective liquidity management, compliance with investment policies, and accurate financial reporting.
NewFinancial Accountant: Real Estate & Investment Reporting WoodmenLifeFinancial Accountant: Real Estate & Investment ReportingOmaha, NEWoodmenLife in Omaha, Nebraska, is seeking an experienced accounting professional to manage financial record-keeping for various long-term assets. Preferred candidates will have an Associate or Bachelor's degree in Accounting/Finance and a minimum of five years of relevant experience.
Tributary Capital Management - Equity Analyst II First National Bank of OmahaTributary Capital Management - Equity Analyst IIOmaha, NebraskaThis individual will be responsible for identifying and proposing new ideas for inclusion in our Small and Small/Mid Cap investment strategies, as well as providing coverage of existing holdings within assigned market sectors. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.